Brian Alessandrini is a CFP® professional with 26 years of industry experience, currently serving as an advisor at Schwab Wealth Advisory. He has been with Charles Schwab since 1999 and has worked at Schwab Wealth Advisory since 2017. Based in Indianapolis, IN, Alessandrini holds Series 63 and Series 66 licenses. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program. The firm’s guidance is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored investment recommendations without exercising discretionary trading authority.

Adam Cloyd is a financial advisor at &PARTNERS with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Wells Fargo Advisors, Wells Fargo Clearing, and Edward Jones. Outside of his advisory role, he has ownership interests in Brookside Wealth Advisors LLC and ACNC S Corp, both financial practices based in Indiana. &PARTNERS serves a diverse client base including individuals, institutions, charitable organizations, and corporations, offering investment management, financial and tax planning, and retirement-plan services. The firm employs a blend of fundamental, technical, and quantitative analysis across proprietary and third-party strategies, with accounts managed directly by advisors or third-party managers.

Brandon Sheets is a financial advisor at Schwab Wealth Advisory with nine years of industry experience. He holds Series 66 and Series 63 licenses and has been with Charles Schwab since 2016. Outside of his advisory role, he serves as interim CEO of Seat Warehouse LLC, overseeing day-to-day operations. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients, using internal research tools and asset-allocation models tailored to individual goals and risk tolerance.

Jenny Carney is a financial advisor with Schwab Wealth Advisory Inc., holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. She has been with Schwab Wealth Advisory since 2012 and has also worked at Charles Schwab & Co. Inc. since 2006, as well as at TD Ameritrade and Charles Schwab earlier in her career. Outside of her advisory work, she is involved with Carneys Castles LLC, a company managing short-term rental real estate investments. Schwab Wealth Advisory serves clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients by providing non-discretionary fiduciary investment advice, financial planning, and wealth management consultations. The firm uses Charles Schwab’s asset-allocation models and research tools to guide investment selection, with trades executed only upon client authorization.

Susan Oman is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 licenses and seven years of industry experience. Her prior roles include positions at American Funds and Orchard Software. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm uses an integrated model tied to Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and clients’ savings rates in its financial planning services.

Mark Wittleder is a CFP® professional with 18 years of industry experience and currently serves at Corient. His prior roles include positions at Schwab Private Client Investment Advisory, Inc. and Charles Schwab. Corient provides investment advisory and financial planning services to a broad range of clients, including individuals, high-net-worth clients, trusts, pension plans, and corporate entities. The firm uses a goals-based, team investment approach that integrates in-house strategies with third-party managers and employs risk management tools and specialized private fund offerings.

Channing Longman is a financial advisor at Schwab Wealth Advisory with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Schwab Wealth Advisory and Charles Schwab & Co., Inc. since 2021, following prior roles at Fidelity Personal and Workplace Advisors and Fidelity Investments. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients in the Schwab Wealth Advisory program, using a model-driven approach based on Charles Schwab & Co.’s research tools and standard asset-allocation models.

Lauren Cook is a Series 66-licensed financial advisor with nine years of industry experience. She is currently with Schwab Wealth Advisory, where she has worked since 2021, following roles at Truist Advisory Services, BB&T Securities, Equity Services, and Thoroughbred Advisors/National Life Group. Based in Indianapolis, IN, she advises clients within Schwab's wealth management framework. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program or referred by Charles Schwab & Co. The firm’s services focus on asset allocation and investment selection using Schwab’s proprietary research and standard models, with trades requiring client authorization and reviews conducted at least annually.

John Murphy is a financial advisor with SPC in Plainfield, Indiana, holding Series 63 and Series 65 credentials and 35 years of industry experience. He has worked at Parkland Securities, LLC since 2014. Outside of his advisory role, he established North 84 LLC, a company focused on non-variable life and annuity marketing, and operates Saratoga Wealth Management, LLC. SPC serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm provides portfolio management, financial planning, and ERISA-related retirement services, offering both discretionary and nondiscretionary investment strategies.

David Gomez is a financial advisor with Schwab Wealth Advisory, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Schwab Wealth Advisory, he worked at Charles Schwab & Co., Inc. and held positions at Ashley Furniture Industries and other companies. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program. The firm’s advice is based on Charles Schwab & Co.’s asset-allocation models and internal research, offering tailored recommendations while executing trades only with client authorization.

Dana Gentile is a financial advisor at Schwab Wealth Advisory with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Deutsche Bank and The Northern Trust Company. Dana is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm offers guidance on asset allocation and investment selection, using Charles Schwab’s proprietary models and research tools, with individualized recommendations reviewed at least annually.

Jeffrey Rodgers is a financial advisor with Schwab Wealth Advisory, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Schwab Wealth Advisory since 2012 and has worked at Charles Schwab since 1995. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning to clients enrolled in the Schwab Wealth Advisory program and certain referred clients. The firm uses Charles Schwab’s asset-allocation models and internal research tools to guide investment selection, with trades executed only upon client authorization.

Landon Kellogg is a CFP® with nine years of industry experience currently serving at Schwab Wealth Advisory Inc. He has held positions at Charles Schwab & Co., Inc., Schwab Private Client Investment Advisory, and several major financial institutions including Bank of America, Merrill Lynch, and Morgan Stanley. He also has experience working with the U.S. House of Representatives. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm offers guidance on asset allocation and investment selection using Charles Schwab’s proprietary research tools, with reviews tailored to each client’s goals and risk tolerance.

Lee Cole is a financial advisor at Money Concepts Capital Corp with 29 years of industry experience and holds a Series 66 designation. He has worked at Money Concepts Capital Corp since 1997 and was a CPA from 1982 to 2025. Outside of his advisory work, he is employed part-time as a security guard at the Indianapolis Motor Speedway. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm manages approximately $4.07 billion in client assets using model-driven and asset-allocation approaches, offering a range of discretionary and non-discretionary programs supported by third-party managers and technology platforms.

Jacob Mc Crory is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and five years of industry experience. He previously worked at BKD LLP and RSMUS LLP and is also involved with DPW Financial, where he engages in insurance sales and investment advisory activities. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio management and discretionary investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Lee Goss is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Schwab Wealth Advisory, Inc. in Indianapolis, IN. He has been affiliated with Charles Schwab and its related entities since 1999, including roles at Schwab Private Client Investment Advisory, Inc. Outside of his advisory work, he serves on the board of directors for I3F, a nonprofit organization focused on innovation and creativity. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program, using Charles Schwab’s asset-allocation models and research tools. The firm emphasizes client authorization for trades and typically recommends separately managed accounts managed by third-party or affiliated managers.

Nicholas Anderson is a Certified Financial Planner® at Schwab Wealth Advisory with 19 years of industry experience. He has worked at Charles Schwab and its affiliates since 2006 and was previously with Valeo Financial Advisors, LLC. He is based in Indianapolis, IN. Schwab Wealth Advisory, Inc. provides non-discretionary fiduciary investment advice, financial planning, and wealth management consultations primarily for clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm uses proprietary asset-allocation models and research tools to tailor recommendations based on clients’ goals and risk tolerance, executing trades only with client authorization.

Joshua Goldberg is a financial advisor at Rockefeller Financial LLC with eight years of industry experience. He holds the Series 66 designation and has held prior roles at Bank of America, Merrill, Republic Airways, Morgan Stanley, and Butler University. He has been with Rockefeller Financial since 2021. Rockefeller Financial LLC serves high-net-worth and ultra-high-net-worth individuals, families, family offices, institutional clients, retirement plans, foundations, and corporations. The firm provides discretionary and non-discretionary portfolio management, financial planning, consulting, and brokerage services through its integrated Private Advisor model and Rockefeller Global Investment Management platform.

Tyler Wilson is a Series 66-licensed advisor with PNC Wealth Management in Carmel, IN, with six years of industry experience. He has been with PNC Investments since 2017, following prior roles at PNC Bank. Outside of his advisory role, he is a landowner of tillable farmland. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to implement portfolios with mutual funds and ETFs.

Maria Schuster is a CFP® professional at Schwab Wealth Advisory with six years of industry experience. She previously worked at Rockefeller & Co., Whitnell & Co., and JMG Financial Group. Schuster holds the Series 66 designation and is based in Indianapolis, IN. Schwab Wealth Advisory provides non-discretionary fiduciary investment advice and financial planning primarily to clients enrolled in the Schwab Wealth Advisory program and certain Charles Schwab & Co.-referred clients. The firm’s advice is guided by internal asset allocation models and research tools, offering at-least-annual reviews tailored to client goals without exercising discretionary trading authority.